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Standard Omni-Channel Retirement Salesforce

Salesforce Enhanced Omni-Channel migration checklist — four steps in correct order before Summer 26 production upgrade

Today is June 1. Standard Omni-Channel in Salesforce is officially retired. If your org has not migrated to Enhanced Omni-Channel Routing and your production instance hits the Summer ’26 upgrade before you are ready, your agents will not be able to log in to Omni-Channel and work items will stop routing entirely. This is not a beta warning. This is now. ⚠What breaks if your org upgrades without completing the migration Agent loginAgents see an error when attempting to log in to Omni-Channel. They cannot set themselves as Available and cannot receive routed work items until the migration is completed. Work routingIncoming cases, chats, and calls stop routing entirely to any queue using Standard Omni-Channel logic. Work items queue without assignment until an admin completes the migration. Specific channelsLive Agent (Chat), standard SMS, and Facebook Messenger queues are the highest-risk channels. Each requires individual migration before Enhanced routing is enabled — enabling Enhanced routing first on these breaks them even if the main switch was working. ResolutionThe fix requires completing migration steps in production under time pressure, potentially during a service outage. The correct time to do this is now, in a sandbox, not after the upgrade breaks routing. Step 1: Check your current Omni-Channel status Open Setup and search for Omni-Channel Settings. If your org shows Standard Omni-Channel Routing as active, you have not completed the migration. If Enhanced Omni-Channel Routing is enabled, check whether all service channels have been migrated — it is possible to have Enhanced routing active but individual channels still on the legacy configuration. The specific channels that require individual migration steps before you enable Enhanced routing are: Live Agent (Chat), standard SMS channels, and Facebook Messenger. Enabling Enhanced Omni-Channel routing before migrating these channels will break routing for those specific queues. Step 2: Check your production upgrade date Not all production orgs upgrade on the same weekend. The Summer ’26 production upgrade runs across three windows: some instances upgraded May 15, the main production wave is June 5, and the final wave is June 12. Your upgrade date determines how much time you have. Find your instance: Setup → Company Information → Instance field. Then check your specific upgrade date at status.salesforce.com. If your instance upgrades June 5, you have four days from today. If it upgrades June 12, you have eleven. How to find your production upgrade date 1Open Salesforce Setup → search for Company InformationSetup → Company Information → Instance 2Note the instance name (e.g. NA87, EU15, AP5) 3Go to trust.salesforce.com → select your instance → find the Summer ’26 maintenance windowtrust.salesforce.com/status/maintenance Summer ’26 Production Upgrade Waves May 15First wave — selected instances already upgraded. If your org is on this wave, you are already on Summer ’26.Already live June 5Main production wave — majority of orgs. This is Thursday. The window to prepare is today.Tomorrow June 12Final wave — remaining instances. You have until June 11 EOD if your instance is in this wave.7 days left Step 3: Migrate in the correct sequence Enhanced Omni-Channel Migration — Correct SequenceDo in this order 1Migrate individual service channels firstLive Agent (Chat), standard SMS channels, and Facebook Messenger must be individually migrated before you enable Enhanced routing. Enabling Enhanced routing before these migrations breaks them. This is the step most orgs get wrong.Do this before anything else 2Enable Enhanced Omni-Channel RoutingAfter channel migrations in Step 1 are complete, open Omni-Channel Settings in Setup and enable Enhanced Omni-Channel Routing. This is the main routing switch — only flip it after Step 1 is confirmed complete.Only after Step 1 3Verify agent capacity model settingsEnhanced routing uses capacity-based logic that may differ from your Standard configuration. Review queue settings and capacity model assignments in your Summer ’26 sandbox. Confirm routing rules behave as expected with simulated work items.In sandbox first 4Test full agent login and work item routing end-to-endHave a test user log into Omni-Channel in the Summer ’26 sandbox, set status to Available, and accept a routed work item through the full flow. Confirm the item closes and activity is logged correctly before applying these settings to production.Verify before production Step 4: Check for exemptions Two specific scenarios may affect your migration timeline. If your org has a legacy Chat implementation that qualified for a legacy-chat exemption, you may have additional transition time — check your org’s Salesforce communication history for any exemption notification. If your org has not yet agreed to Hyperforce AWS terms, certain Enhanced Omni-Channel features may be unavailable until those terms are accepted. If your production org upgrades before this migration is complete: agents will see an error when attempting to log into Omni-Channel, and work items will not route. The fix requires completing the migration steps under time pressure in a production environment. Completing them now, in a sandbox, is the better version of this conversation. Salesforce Admin Omni-Channel Summer ’26 Service Cloud Share: LinkedIn Twitter / X Copy link In this article 01Check your Omni-Channel status 02Find your upgrade date 03Migrate in the correct sequence 04Check for exemptions ⚠ What breaks if you skip this Agents can’t log in to Omni-Channel All work items stop routing Chat, SMS, Messenger break individually Fix in production = outage pressure Migration sequence 1Migrate channels first 2Enable Enhanced routing 3Verify capacity model 4Test end-to-end in sandbox About the Author ST Sergey Trusov CEO & Salesforce Architect at TrueSolv

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